Our focus for this version of Sage 100 ERP Intelligence Reporting has been to give you even more control of your financial reports. We have done this through combining the functionality of the Report Designer Layout Generator and the Report Designer Add-In and adding to its functionality so you have all the tools you need in one place to create powerful financial reports specific to your company’s needs.

More control over your financial reportsThe new Financial Report Designer boasts a fresh new user interface, and has vast im-provements in performance through powerful In-Memory technology*, giving you a quick and responsive experience when designing reports in Microsoft® Excel®.The new Financial Report Designer gives you two methods to create your financial reports depending on your Excel knowledge. For steps on how to get started and which method to use we have included an instructions sheet in the Report Designer report.

Sage 100 ERP 2015 Intelligence Reporting

Benefits• Get better control of your reporting.

• Automate your reporting processes.

• Make better decisions through better analysis of your data.

Solution

• Sage 100 ERP 2015

• Sage 100 ERP Intelligence Reporting

What’s new in Sage 100 ERP 2015 Intelligence Reporting

*An In-memory engine is a database management system that stores data entirely in your computer’s RAM. Because working with data In-memory is much faster, Intelligence Reporting is able to report on large data volumes, meaning that financial reports can be run out relatively quickly.

Easy customization with the Layout GeneratorIf you’re still getting used to Excel, the Layout Generator is easy to use and automates the design and generation of simple financial report layouts quickly and accurately within Excel.

The Layout Generator provides you with a set of standard financial layouts to get you up and running immediately and these can then be edited to suit your unique requirements.The Layout Generator user interface and performance has also been enhanced, greatly improving your user experience. The generated layouts have also been given a cleaner look and feel and are now easier to customize using the Manage Layouts option or the Task Pane once your layout is created.

You have greater flexibility in choosing exactly how you would like to define your report in the Manage Layouts option which now allows for row sets. Row sets can now be determined by multiple “type” options such as Account, Account Group, Account Type, Account Category and Rollup Code.

Sage 100 ERP 2015 Intelligence Reporting

Sage 100 ERP 2015 Intelligence Reporting

Depending on what you are wanting to analyze, you can change the level of detail seen at a row level by using account ranges, account wildcards and account exclusions giving you maximum control and flexibility over your financial report layouts.

To make your reporting even more seamless, Intelligence Reporting now works with Rollup Codes, so you are able to report off a single roll up code per roll up type and filter by preconfigured general ledger structures that have been defined in your Sage 100 ERP.

Complete reporting flexibilityIf you’re more familiar with Excel, the new Task Pane (previously known as the Report Designer Add-In) greatly enhances your Excel reporting experience, by providing instant and dynamic access to data within the General Ledger. Simply drag in data lists, formulas, or reporting trees from the Task Pane on the right hand side of the Excel window and the In-Memory technology will update results instan-taneously. You can now select your standard financial layouts from layouts on the Task Pane as well as from Quick Generate the BI tools tab. To save you time when updating your reports, we have added a Missing Accounts feature (under tools on the Task Pane) which helps you detect accounts missing from your report/s.

More flexibility for recipients of your reportsYou now have option to send your reports with calculated formulas allowing the receivers of your reports to see how these results were derived and what parameters can be made to give them the results they are looking for.

About The Sage Group plcWe provide small and medium sized organisations, and mid-market companies, with a range of easy-to-use, secure and efficient business management software and services - from accounting, HR and payroll, to payments, enterprise resource planning and customer relationship management. Our customers receive continuous advice and support through our global network of local experts to help them solve their business problems, giving them the confidence to achieve their business ambitions.  Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and entered the FTSE 100 in 1999. Sage has millions of customers and 12,975 employees in 23 countries covering the UK & Ireland, mainland Europe, North America, South Africa, Australia, Asia and Brazil. For further information please visit www.sage.com.

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Sage 100 ERP 2015 Intelligence Reporting